Enlivex Therapeutics Fireside Chat: December 11, 2025 скачать в хорошем качестве

Enlivex Therapeutics Fireside Chat: December 11, 2025

Enlivex (NASDAQ: ENLV) hosted a fireside chat moderated by Jack Perkins with Executive Chairman Shai Novak, Roy Shaham (CEO of RAIN), and Isaac Joshua (Senior Investment Advisor). The discussion focused on Enlivex’s updated corporate strategy following the completion of its $212 million private placement, combining the continued clinical development of Allocetra with a new digital asset treasury strategy centered on prediction markets and RAIN token accumulation. Shai framed the move as supplemental to its early-stage biotech operations and a way to provide shareholders exposure to another high-growth category while securing funding capacity for clinical operations (02:56). The team explained prediction markets and why they believe RAIN is positioned as a decentralized protocol layer that enables market creation, rather than a single centralized exchange. Isaac described the economic linkage between prediction market activity and token value: the protocol charges 5% fees per market, with 2.5% routed to a programmed open-market buyback of RAIN followed by permanent token burns, creating a supply-reduction mechanism tied directly to usage growth (14:33). Roy contrasted RAIN with centralized operators like Kalshi and Polymarket and emphasized its “infrastructure” approach, aiming to power many creators, brands, and applications through an open ecosystem (17:21). Shai also highlighted an exclusive one-year call option obtained from the RAIN Foundation to acquire up to $918 million of RAIN at a preset price, explaining it as a differentiated lever versus typical treasury strategies and pointing investors to a live treasury dashboard for transparency. He reiterated the company’s three value drivers: the RAIN treasury portfolio, the discounted acquisition option, and the continued Allocetra program, including previously announced positive 6-month knee osteoarthritis data and plans to initiate a new global clinical trial in 2026. The Q&A segment further addressed the hybrid strategy and outlined near-term priorities: broader Wall Street education/coverage, ongoing RAIN-related news flow, and traditional biotech milestones tied to trial initiation and patient enrollment.